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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $618,373 | $217,427+184.4% | $185,837+232.7% | $167,518+269.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.52% | 148.39%-138.9pp | 122.08%-112.6pp | 478.71%-469.2pp |
| Employer contribution / active EE | $13,410 | $5,874+128.3% | $5,168+159.5% | $4,838+177.1% |
| Participant deferral / active EE | $11,840 | $6,357+86.2% | $5,568+112.6% | $6,342+86.7% |
| Admin fee / account holder | $33,188 | $19,816+67.5% | $16,241+104.3% | $12,312+169.5% |